Marvell in AI chip talks with Google

The move is seen as part of Google's broader strategy to diversify its AI hardware supply chain and reduce its dependence on any single provider.

By developing custom Tensor Processing Units (TPUs), Google aims to lower the cost and increase the speed of AI inference for its next generation of agents.

Analysts suggest that while Broadcom's current deal with Google extends to 2031, the entry of Marvell could significantly alter the competitive landscape.

The AI infrastructure race continues to drive massive investment and strategic shifts among major semiconductor players.